Difference between revisions of "PDF templates"

Latest revision as of 12:28, 24 November 2023

PDF Templates

You can create PDF templates for client invoices, vendor invoices, quotes, and job PO.

PDF templates text can contain valid XHTML 1.0 markup. Allowed XHTML elements: a, b, br, div, h1, h2, h3, h4, h5, h6, hr, i, li, ol, p, span, ul. Allowed attributes: href, style.

To create a template, go to Settings → PDF Templates:

You always can clone, update or delete the templates:

Client invoice PDF templates

To create the client invoice PDF template, go to Settings → PDF Templates → Client invoice:

Click "New PDF template":

Fill in the fields, select the needed options and click "Create":

Name — the name of the template;

Page size — select A4 or a letter size;

Page orientation — select the portrait or landscape page orientation;

Top margin, mm — the top margin height in millimeters;

Bottom margin, mm — the bottom margin height in millimeters;

Locale — locale defines the language of the template text;

Page header — the text that appears at the top of the page;

Page footer — the text that appears at the bottom of the page;

Common note — this field is used for any additional notes;

Include CAT log details — unmark this checkbox if you want to remove CAT log details from the PDF template.

You can define a default client invoice PDF template that will be applied to invoices for all the new clients.

Go to the Account page, scroll down to the Account settings, and click "Update":

Select the needed one from the drop-down list and click "Update":

You can also select the default client invoice PDF template for a particular client.

Go to the needed client profile, scroll down to the Settings section and click "Update":

Select the template from the drop-down list and click "Update":

If needed, you can select the template for a specific client invoice. Open the needed invoice and click "Update":

Choose the template from the drop-down list and click "Update":

Back to the table of contents.

Vendor invoice PDF templates

To add the vendor invoice PDF templates, go to Settings → PDF Templates → Vendor invoice:

Click "New PDF template":

Fill in the fields, select the needed options and click "Create":

Name — the name of the template;

Page size — select A4 or a letter size;

Page orientation — select the portrait or landscape page orientation;

Top margin, mm — the top margin height in millimeters;

Bottom margin, mm — the bottom margin height in millimeters;

Locale — locale defines the language of the template text;

Page header — the text that appears at the top of the page;

Page footer — the text that appears at the bottom of the page;

Common note — this field is used for any additional notes;

Include CAT log details — unmark this checkbox if you want to remove CAT log details from the PDF template.

You can define a default vendor invoice PDF template that will be applied to invoices for all the new vendors.

Go to the Account page, scroll down to the Account settings, and click "Update":

Select the needed one from the drop-down list and click "Update":

You can also select the default vendor invoice PDF template for each vendor.

Go to the needed vendor profile, scroll down to the Settings section and click "Update":

Select the template from the drop-down list and click "Update":

If needed, you can select the template for a specific vendor invoice. Open the needed invoice and click "Update":

Choose the template from the drop-down list and click "Update":

Back to the table of contents.

Quote PDF templates

To create the quote PDF template, go to Settings → PDF Templates → Quote:

Click "New PDF Template":

Fill in the fields, select the needed options and click "Create":

Name — the name of the template;

Page size — select A4 or a letter size;

Page orientation — select the portrait or landscape page orientation;

Top margin, mm — the top margin height in millimeters;

Bottom margin, mm — the bottom margin height in millimeters;

Locale — locale defines the language of the template text;

Page header — the text that appears at the top of the page;

Page footer — the text that appears at the bottom of the page;

Common note — this field is used for any additional notes;

Include CAT log details — unmark this checkbox if you want to remove CAT log details from the PDF template.

You can define a default quote PDF template that will be selected automatically when creating quotes.

Go to the Account page, scroll down to the Account settings section and click "Update":

Select the needed one from the drop-down list and click "Update":

You can select the PDF template for the quote when you create it.

If needed, you can select the template for a specific quote. Open the needed quote and click "Update":

Choose the template from the drop-down list, and click "Update":

Back to the table of contents.

Job PO PDF templates

To add the job PO PDF templates, go to Settings → PDF templates → Job PO:

Click "New PDF Template":

Fill in the fields, select the needed options and click "Create":

Name — the name of the template;

Page size — select A4 or a letter size;

Page orientation — select the portrait or landscape page orientation;

Top margin, mm — the top margin height in millimeters;

Bottom margin, mm — the bottom margin height in millimeters;

Locale — locale defines the language of the template text;

Page header — the text that appears at the top of the page;

Page footer — the text that appears at the bottom of the page;

Common note — this field is used for any additional notes;

Include CAT log details — unmark this checkbox if you want to remove CAT log details from the PDF template.

You can define a default job PO PDF template that will be applied to every job PO you create.

Go to the Account page, scroll down to the Account settings section, and click "Update":

Select the needed one from the drop-down list and click "Update":

You can also select the job PO PDF template for the job when you create it.

If needed, you can select the job PO template for a specific job. Open the needed job and click "Update":

Choose the needed job PO PDF template from the drop-down list and click "Update":

Back to the table of contents.

Add images

PDF template images page: cloud.protemos.com/pdf-image-file/index

This functionality can be used for adding signatures, seals, payment systems logos, etc. to your PDF templates.

To add images to your templates, go to the PDF images page first:

Click the "New PDF image" button:

Fill in the name, select a needed image, then click "Create":

The uploaded image will be displayed on the PDF template images page, and you will be able to add it to the templates:

Find the needed template and click "Update":

To add the image, please use the corresponding HTML markup elements and attributes: <img src="{IMAGE:visa_logo}" alt=""/>

This is what the added images will look like on the PDF file:

Download, update and delete images

You can also download, change the name and choose another image or delete images by clicking the corresponding buttons:

Note: Images that are already used in templates cannot be deleted, but you can replace the uploaded image so that its name and URL macro stay the same. To do so, click "Update":

Click "Choose file", select the needed image and click "Update":

XHTML elements and attributes

TAG	DESCRIPTION	EXAMPLE	VIEW
<a href>	The <a> tag defines a hyperlink, which is used to link from one page to another. The most important attribute of the <a> element is the href attribute, which indicates the link's destination.	<a href="https://protemos.com">Visit my website</a> <a href="mailto:as@protemos.com">as@protemos.com</a>
<b>	The tag specifies bold text without any extra importance.	<b>This text is bold</b>
<br/>	The tag inserts a single line break. To add a blank line, use this tag twice.	<br/>
<div>	Defines a division part. It's a block-level element	<div style="text-align: center;">This text is in the center.</div>
<h1> to <h6>	Defines Headings level from 1 to 6 different sizes.	<h1 style="color:blue;">This is a heading</h1>
<hr>	Represents a thematic break between paragraph-level tags. It is typically drawn horizontal line.	<hr/>
<i>	The content inside is typically displayed in italic.	<i>This text is italic</i>
<li>	The tag defines a list item. The <li> tag is used inside ordered lists(<ol>), unordered lists (<ul>)	<ol> <li>Quote</li> <li>Project</li> <li>Job</li> </ol>
<ol>	The tag defines an ordered list. An ordered list can be numerical or alphabetical. The <li> tag is used to define each list item.	<ol> <li>Quote</li> <li>Project</li> <li>Job</li> </ol>
<p>	The tag defines a paragraph.	<p>This project is due <span style="color: red;">30 days</span>.</p>
<span>	The tag is an inline container used to mark up a part of a text, or a part of a document. The tag is much like the <div> element, but <div> is a block-level element and is an inline element.	<p>This is a <span style="color:blue;"> paragraph</span>.</p>
<ul>	The tag defines an unordered (bulleted) list. Use the <ul> tag together with the <li> tag to create unordered lists.	<ul> <li>Quote</li> <li>Project</li> <li>Job</li> </ul>
<style>	Used to add CSS style, e.g.: - Underline the text - Align the text - Change the size of the text.	<p style="text-decoration: underline;"> Underlined text </p> <p style="text-align: center;">This text is in the center.</p> <p style="font-size:12px">This text size is 12 px.</p>

If you need to adjust the text in various ways (for instance, change its color and center it), please input the XHTML elements in the following way: <p style="color:orange; text-align: center;" >If you have any questions about this invoice, please <a href="protemos.com"> contact us.</a> </p>

For text to start from a new page: <p style="clear: both; display: block; page-break-after: always;"></p>

That's an example of how your invoice can look like:

Note: please avoid this sign & because the system doesn't allow to save the common note.

Back to the table of contents.

Difference between revisions of "PDF templates"

Latest revision as of 12:28, 24 November 2023

Contents

PDF Templates

Client invoice PDF templates

Vendor invoice PDF templates

Quote PDF templates

Job PO PDF templates

Add images

Download, update and delete images

XHTML elements and attributes

Navigation menu

Personal tools

Namespaces

Variants

Views

More

Search

Navigation

Welcome pages

Main pages

Help

Additional pages

Tools

@@ Line 1: / Line 1: @@
-Watch our video tutorial on Common notes - [[File:2ag.png|40px|link=https://youtu.be/hCA48afcmR4]]
-You can define common notes for client invoices, vendor invoices, quotes and job PO.
-Common note text can contain valid XHTML 1.0 markup. Allowed XHTML elements: a, b, br, div, h1, h2, h3, h4, h5, h6, hr, i, li, ol, p, span, ul. Allowed attributes: href, style.
-To add the common notes, go to '''Settings → Common notes:'''
-[[File:Screreenshot 1.png|border|300px]]
-You always can update or delete the note:
-[[File:SsScreenshot 1.png|border|800px]]
-=='''Client invoice common notes'''==
-To add the client invoice common notes, go to '''Settings → Common notes → Client invoice''':
-[[File:1 client cn.png|border|300px]]
-Press '''"New common note"''':
-[[File:2 client cn.png|border|900px]]
-Enter the name, the comment, and press '''"Create"''':
-[[File:1NEW UPD.png|border|900px]]
-You can define a default client invoice common note and it will be displayed in every client invoice you issue.
-Go to the '''Account''' page, scroll down to the Default settings, and press '''"Update"''':
-[[File:Default common note.png|border|900px]]
-From the drop-won list choose the needed one, and press '''"Update"''':
-[[File:1325.png|border|900px]]
-You can add a common note in an invoice.
-Open the needed invoice and press '''"Update"''':
-[[File:Screekknshot 2.png|border|900px]]
-Choose the needed invoice common note from the drop-down list, and press '''"Update"''':
-[[File:Scrseeddnshot 3.png|border|600px]]
-[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
-=='''Vendor invoice common notes'''==
-To add the vendor invoice common notes, go to '''Settings → Common notes → Vendor invoice''':
-[[File:Vendvor cn.png|border|300px]]
-Press '''"New common note"''':
-[[File:New cn.png|border|900px]]
-Enter the name, the comment, and press '''"Create"''':
-[[File:1 nedw.png|border|900px]]
-You can define a default vendor invoice common note that will be displayed in every vendors' invoices you issue.
-Go to the '''Account''' page, scroll down to the Default settings, and press '''"Update"''':
-[[File:Updacte.png|border|900px]]
-From the drop-won list choose the needed one, and press '''"Update"''':
-[[File:2c2 vcm.png|border|900px]]
-You can update the common vendor invoice note in invoices. Open the needed invoice and press '''"Update"''':
-[[File:Screenshot 9.png|border|900px]]
-Choose the needed invoice common note from the drop-down list, and press '''"Update"''':
-[[File:Sccreenshot 8.png|border|600px]]
-[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
-=='''Quote common notes'''==
-To add the quote common notes, go to '''Settings → Common notes → Quote''':
-[[File:Quote common note.png|border|300px]]
-Press '''"New common note"''':
-[[File:Screenffshot 2.png|border|900px]]
-Enter the name, the comment, and press '''"Create"''':
-[[File:Screeddnshot 3.png|border|900px]]
-You can define a default quote common note that will be added to every quote you create.
-Go to the '''Account''' page, scroll down to the Default settings, and press '''"Update"''':
-[[File:1 upd fef comm.png|border|900px]]
-From the drop-down list choose the needed one, and press '''"Update"''':
-[[File:Screednddshot 4.png|border|600px]]
-==='''Add a quote common note'''===
-You can update the common quote note in the needed quote when you create it.
-You also can add the common not by pressing the '''"Update"''':
-[[File:Screejjlnshot 4.png|border|900px]]
-Choose the needed quote common note from the drop-down list, and press '''"Update"''':
-[[File:Screeasdnshot 5.png|border|600px]]
-[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
-=='''Job PO common notes'''==
-To add the job PO common notes, go to '''Settings → Common notes → Job PO''':
-[[File:1 common note.png|border|300px]]
-Press '''"New common note"''':
-[[File:Scrcsdeenshot 1.png|border|900px]]
-Enter the name, the comment, and press '''"Create"''':
-[[File:Screenvvvvvshot 2.png|border|900px]]
-You can define a default job PO common note that will be added to every job you create.
-Go to the '''Account''' page, scroll down to the Default settings, and press '''"Update"''':
-[[File:Updsfefate.png|border|900px]]
-From the drop-down list choose the needed one, and press '''"Update"''':
-[[File:Screensaswfhot 3.png|border|600px]]
-You can update the common job PO note for the needed job when you create it.
-Or open already created job and press '''"Update"''':
-[[File:Scdrreenshot 6.png|border|900px]]
-Choose the needed job PO common note from the drop-down list, and press '''"Update"''':
-[[File:Screenshot 7.png|border|450px]]
-[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
-=='''XHTML elements and attributes'''==
-{| style="width:1200px" border="1"  class="mw-datatable"
-|-style="height:40px"
-|1. " valign="top" align="center" width="100"  |  '''TAG'''
-|2. " valign="top" align="center" width="300" | '''DESCRIPTION'''
-|3. " valign="top" align="center" width="300" | '''EXAMPLE'''
-|4. " valign="top" align="center" width="300" | '''VIEW'''
- |-style="height:10px"
-|1. " valign="top" align="center" width="100"  |  '''<nowiki><a href></nowiki>'''
-|2. " valign="top" align="left" width="300" | The <a> tag defines a hyperlink, which is used to link from one page to another. The most important attribute of the <a> element is the href attribute, which indicates the link's destination.
-|3. " valign="top" align="left" width="300" | <nowiki><a href="protemos.com">Visit my website</a></nowiki>
-<br> <nowiki><a href="mailto:as@protemos.com">as@protemos.com</a></nowiki>
-|4. " valign="top" align="center" width="300" | [[File:1 V.png|150px]]
- |-style="height:40px"
-|1. " valign="top" align="center" width="100"  | '''<nowiki><b></nowiki>'''
-|2. " valign="top" align="left" width="300" | The tag specifies bold text without any extra importance.
-|3. " valign="top" align="left" width="300" | <nowiki><b>This text is bold</b></nowiki>
-|4. " valign="top" align="center" width="300" | [[File:2 B.png|130px]]
- |-style="height:40px"
-|1. " valign="top" align="center" width="100"  | '''<nowiki><br/></nowiki>'''
-|2. " valign="top" align="left" width="300" | The tag inserts a single line break.
-|3. " valign="top" align="left" width="300" | <nowiki><br/></nowiki>
- |-style="height:40px"
-|1. " valign="top" align="center" width="100"  | '''<nowiki><div></nowiki>'''
-|2. " valign="top" align="left" width="300" | Defines a division part. It's a block-level element
-|3. " valign="top" align="left" width="300" | <nowiki><div style="text-align: center;">This text is in the center.</div></nowiki>
-|4. " valign="top" align="center" width="300" | [[File:Centre.png|150px]]
- |-style="height:40px"
-|1. " valign="top" align="center" width="100"  | '''<nowiki><h1> to <h6></nowiki>'''
-|2. " valign="top" align="left" width="300" | Defines Headings level from 1 to 6 different sizes.
-|3. " valign="top" align="left" width="300" | <nowiki><h1 style="color:blue;">This is a heading</h1></nowiki>
-|4. " valign="top" align="center" width="300" | [[File:3 H.png|200px]]
- |-style="height:40px"
-|1. " valign="top" align="center" width="100"  | '''<nowiki><hr></nowiki>'''
-|2. " valign="top" align="left" width="300" | Represents a thematic break between paragraph-level tags. It is typically drawn horizontal line.
-|3. " valign="top" align="left" width="300" | <nowiki><hr/></nowiki>
-|4. " valign="top" align="center" width="300" | [[File:1 line.png|140px]]
- |-style="height:40px"
-|1. " valign="top" align="center" width="100"  | '''<nowiki><i></nowiki>'''
-|2. " valign="top" align="left" width="300" | The content inside is typically displayed in ''italic''.
-|3. " valign="top" align="left" width="300" | <nowiki><i>This text is italic</i></nowiki>
-|4. " valign="top" align="center" width="300" | [[File:4 I.png|110px]]
- |-style="height:40px"
-|1. " valign="top" align="center" width="100"  | '''<nowiki><li></nowiki>'''
-|2. " valign="top" align="left" width="300" | The tag defines a list item. The <nowiki><li></nowiki> tag is used inside ordered lists(<nowiki><ol></nowiki>), unordered lists (<nowiki><ul></nowiki>)
-|3. " valign="top" align="left" width="300" | <nowiki><ol>
- <li>Quote</li>
-  <li>Project</li>
-  <li>Job</li>
-</ol></nowiki>
-|4. " valign="top" align="center" width="300" | [[File:8Q.png|80px]]
- |-style="height:40px"
-|1. " valign="top" align="center" width="100"  | '''<nowiki><ol></nowiki>'''
-|2. " valign="top" align="left" width="300" | The tag defines an ordered list. An ordered list can be numerical or alphabetical. The <nowiki><li></nowiki> tag is used to define each list item.
-|3. " valign="top" align="left" width="300" | <nowiki><ol>
- <li>Quote</li>
-  <li>Project</li>
-  <li>Job</li>
-</ol></nowiki>
-|4. " valign="top" align="center" width="300" | [[File:8Q.png|80px]]
- |-style="height:40px"
-|1. " valign="top" align="center" width="100"  | '''<nowiki><p></nowiki>'''
-|2. " valign="top" align="left" width="300" |The tag defines a paragraph.
-|3. " valign="top" align="left" width="300" | <nowiki><p>This project is due <span style="color: red;">30 days</span>.</p></nowiki>
-|4. " valign="top" align="center" width="300" | [[File:1 th.png|160px]]
- |-style="height:40px"
-|1. " valign="top" align="center" width="100"  | '''<nowiki><span></nowiki>'''
-|2. " valign="top" align="left" width="300" | The tag is an inline container used to mark up a part of a text, or a part of a document. The <span> tag is much like the <nowiki><div></nowiki> element, but <nowiki><div></nowiki> is a block-level element and <span> is an inline element.
-|3. " valign="top" align="left" width="300" | <nowiki><p>This is a <span style="color:blue;"> paragraph</span>.</p></nowiki>
-|4. " valign="top" align="center" width="300" | [[File:5. P.png|130px]]
- |-style="height:40px"
-|1. " valign="top" align="center" width="100"  | '''<nowiki><ul></nowiki>'''
-|2. " valign="top" align="left" width="300" | The tag defines an unordered (bulleted) list. Use the <nowiki><ul></nowiki> tag together with the <nowiki><li></nowiki> tag to create unordered lists.
-|3. " valign="top" align="left" width="300" | <nowiki>
-<ul>
-  <li>Quote</li>
-  <li>Project</li>
-  <li>Job</li>
-</ul>
-</nowiki>
-|4. " valign="top" align="center" width="300" | [[File:6. Q.png|80px]]
- |-style="height:40px"
-|1. " valign="top" align="center" width="100"  | '''<nowiki><style></nowiki>'''
-|2. " valign="top" align="left" width="300" | <br>Used to add CSS style, e.g.: <br> - '''Underline the text''' <hr/> <br>- '''Align the text'''<hr/> - '''Change the size of the text'''. <br>
-|3. " valign="top" align="left" width="300" | <br> <nowiki><p style="text-decoration: underline;"> Underlined text </p></nowiki> <hr/> <nowiki><p style="text-align: center;">This text is in the center.</p> </nowiki> <hr/> <nowiki> <p style="font-size:12px">This text size is 12 px.</p></nowiki>
-|4. " valign="top" align="center" width="300" | <br> [[File:Underlined.png|125px]] <br> [[File:Centre.png|175px]]<br>[[File:Font.png|125px]]
- |}
-For text to start from a new page - <nowiki><p style="clear: both; display: block; page-break-after: always;"></p></nowiki>
-That's the example on how your invoice can look like:
-[[File:Common notes html example2.png|700px]] [[File:Common notes html example1.png|border|500px]]
-<span style="color:red">Note:</span> please avoid this sign '''&''' because the system doesn't allow to save the common note.
-[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
 =='''PDF Templates'''==
-<span style="color:red">Described features will be available with the forthcoming system release.</span>
 You can create PDF templates for client invoices, vendor invoices, quotes, and job PO.
@@ Line 284: / Line 7: @@
 To create a template, go to '''Settings → PDF Templates:'''
-[[File:PDF templates.png|border|300px]]
+[[File:Settings - pdf templates.png|border|280px]]
 You always can clone, update or delete the templates:
-[[File:Client invoice pdf templates+.png|border|1000px]]
+[[File:Client invoice pdf templates+.png|border|1070px]]
 =='''Client invoice PDF templates'''==
-<span style="color:red">Described features will be available with the forthcoming system release.</span>
 To create the client invoice PDF template, go to '''Settings → PDF Templates → Client invoice''':
-[[File:PDF templates - client invoice.png|border|300px]]
+[[File:Settings - pdf templates - client invoice.png|border|280px]]
 Click '''"New PDF template"''':
@@ Line 306: / Line 27: @@
 [[File:New cl invoice pdf template2.png|border|1000px]]
-*'''Name''' — a name of the template;
+*'''Name''' — the name of the template;
 *'''Page size''' — select A4 or a letter size;
@@ Line 318: / Line 39: @@
 *'''Locale''' — locale defines the language of the template text;
-*'''Page header''' — a text that appears at the top of the page;
+*'''Page header''' — the text that appears at the top of the page;
+*'''Page footer''' — the text that appears at the bottom of the page;
-*'''Page footer''' — a text that appears at the bottom of the page;
+*'''Common note''' — this field is used for any additional notes;
-*'''Common note''' — a text that appears after the payment method description;
+*'''Include CAT log details''' — unmark this checkbox if you want to remove CAT log details from the PDF template.
 You can define a default client invoice PDF template that will be applied to invoices for all the new clients.
-Go to the '''Account''' page, scroll down to the Default settings, and click '''"Update"''':
+Go to the '''Account''' page, scroll down to the '''Account settings''', and click '''"Update"''':
-[[File:Default common note.png|border|900px]]
+[[File:Account settings (client invoice template).png|border|1000px]]
 Select the needed one from the drop-down list and click '''"Update"''':
@@ Line 334: / Line 57: @@
 [[File:Update account settings+.png|border|1000px]]
-You can also select the default client invoice PDF template for each client.
+You can also select the default client invoice PDF template for a particular client.
-Go to the needed client profile, scroll down to the Settings section and click '''"Update"''':
+Go to the needed client profile, scroll down to the '''Settings''' section and click '''"Update"''':
 [[File:Client profile setting section.png|border|1000px]]
@@ Line 348: / Line 71: @@
 [[File:Update client invoice.png|border|1000px]]
-Choose the template from the drop-down list, and click '''"Update"''':
+Choose the template from the drop-down list and click '''"Update"''':
 [[File:Update cl invoice2.png|border|1000px]]
-[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
+[[File:Redirect.jpg|40px|link=PDF templates]] Back to the '''table of contents'''.
 =='''Vendor invoice PDF templates'''==
-<span style="color:red">Described features will be available with the forthcoming system release.</span>
 To add the vendor invoice PDF templates, go to '''Settings → PDF Templates → Vendor invoice''':
-[[File:PDF templates - vendor invoice.png|border|300px]]
+[[File:Settings - pdf templates - vendor invoice.png|border|280px]]
 Click '''"New PDF template"''':
@@ Line 366: / Line 87: @@
 [[File:New vendor invoice PDF templates.png|border|1000px]]
-Fill in the fields, select the needed options and click "Create":
+Fill in the fields, select the needed options and click '''"Create"''':
 [[File:New cl invoice pdf template2.png|border|1000px]]
-*'''Name''' — a name of the template;
+*'''Name''' — the name of the template;
 *'''Page size''' — select A4 or a letter size;
@@ Line 382: / Line 103: @@
 *'''Locale''' — locale defines the language of the template text;
-*'''Page header''' — a text that appears at the top of the page;
+*'''Page header''' — the text that appears at the top of the page;
-*'''Page footer''' — a text that appears at the bottom of the page;
+*'''Page footer''' — the text that appears at the bottom of the page;
-*'''Common note''' — a text that appears after the payment method description;
+*'''Common note''' — this field is used for any additional notes;
+*'''Include CAT log details''' — unmark this checkbox if you want to remove CAT log details from the PDF template.
 You can define a default vendor invoice PDF template that will be applied to invoices for all the new vendors.
-Go to the '''Account''' page, scroll down to the Default settings, and click '''"Update"''':
+Go to the '''Account''' page, scroll down to the '''Account settings''', and click '''"Update"''':
 [[File:Account settings - def v invoice template.png|border|1000px]]
@@ Line 400: / Line 123: @@
 You can also select the default vendor invoice PDF template for each vendor.
-Go to the needed vendor profile, scroll down to the Settings section and click '''"Update"''':
+Go to the needed vendor profile, scroll down to the '''Settings''' section and click '''"Update"''':
 [[File:Update vendor profile+.png|border|1000px]]
@@ Line 412: / Line 135: @@
 [[File:Update vendor invoice.png|border|1000px]]
-Choose the template from the drop-down list, and click '''"Update"''':
+Choose the template from the drop-down list and click '''"Update"''':
 [[File:Update vendor invoice2.png|border|1000px]]
-[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
+[[File:Redirect.jpg|40px|link=PDF templates]] Back to the '''table of contents'''.
 =='''Quote PDF templates'''==
@@ Line 422: / Line 145: @@
 To create the quote PDF template, go to '''Settings → PDF Templates → Quote''':
-[[File:Pdf templates - quote.png|border|300px]]
+[[File:Settings - pdf templates - quote.png|border|280px]]
 Click '''"New PDF Template"''':
@@ Line 428: / Line 151: @@
 [[File:New quote pdf template.png|border|1000px]]
-Fill in the fields, select the needed options and click "Create":
+Fill in the fields, select the needed options and click '''"Create"''':
 [[File:New cl invoice pdf template2.png|border|1000px]]
-*'''Name''' — a name of the template;
+*'''Name''' — the name of the template;
 *'''Page size''' — select A4 or a letter size;
@@ Line 438: / Line 161: @@
 *'''Page orientation''' — select the portrait or landscape page orientation;
-*'''Top margin, mm''' — select the top margin height in millimeters;
+*'''Top margin, mm''' — the top margin height in millimeters;
-*'''Bottom margin, mm''' — select the bottom margin height in millimeters;
+*'''Bottom margin, mm''' — the bottom margin height in millimeters;
 *'''Locale''' — locale defines the language of the template text;
-*'''Page header''' — a text that appears at the top of the page;
+*'''Page header''' — the text that appears at the top of the page;
-*'''Page footer''' — a text that appears at the bottom of the page;
+*'''Page footer''' — the text that appears at the bottom of the page;
-*'''Common note''' — a text that appears after the payment method description;
+*'''Common note''' — this field is used for any additional notes;
+*'''Include CAT log details''' — unmark this checkbox if you want to remove CAT log details from the PDF template.
 You can define a default quote PDF template that will be selected automatically when creating quotes.
-Go to the '''Account''' page, scroll down to the Default settings section, and click '''"Update"''':
+Go to the '''Account''' page, scroll down to the '''Account settings''' section and click '''"Update"''':
 [[File:Define default quote template.png|border|1000px]]
-Select the needed one from the drop-down list and click "Update":
+Select the needed one from the drop-down list and click '''"Update"''':
 [[File:Update account settings (quote).png|border|1000px]]
@@ Line 462: / Line 187: @@
 You can select the PDF template for the quote when you create it.
-If needed, you can select another template for an existing quote by clicking the '''"Update"''' button:
+If needed, you can select the template for a specific quote. Open the needed quote and click '''"Update"''':
 [[File:Update quote (pdf template).png|border|1000px]]
-Choose the template from the drop-down list, and click "Update":
+Choose the template from the drop-down list, and click '''"Update"''':
 [[File:Update quote2.png|border|1000px]]
-[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
+[[File:Redirect.jpg|40px|link=PDF templates]] Back to the '''table of contents'''.
-=='''Job PO pdf templates'''==
+=='''Job PO PDF templates'''==
-To add the job PO pdf templates, go to '''Settings → PDF templates → Job PO''':
+To add the job PO PDF templates, go to '''Settings → PDF templates → Job PO''':
-[[File:PDF templates - job po.png|border|300px]]
+[[File:Settings - pdf templates - job PO.png|border|280px]]
 Click '''"New PDF Template"''':
@@ Line 482: / Line 207: @@
 [[File:New PDF template (job po).png|border|1000px]]
-Fill in the fields, select the needed options and click "Create":
+Fill in the fields, select the needed options and click '''"Create"''':
 [[File:New cl invoice pdf template2.png|border|1000px]]
-*'''Name''' — a name of the template;
+*'''Name''' — the name of the template;
 *'''Page size''' — select A4 or a letter size;
@@ Line 492: / Line 217: @@
 *'''Page orientation''' — select the portrait or landscape page orientation;
-*'''Top margin, mm''' — select the top margin height in millimeters;
+*'''Top margin, mm''' — the top margin height in millimeters;
-*'''Bottom margin, mm''' — select the bottom margin height in millimeters;
+*'''Bottom margin, mm''' — the bottom margin height in millimeters;
 *'''Locale''' — locale defines the language of the template text;
-*'''Page header''' — a text that appears at the top of the page;
+*'''Page header''' — the text that appears at the top of the page;
+*'''Page footer''' — the text that appears at the bottom of the page;
-*'''Page footer''' — a text that appears at the bottom of the page;
+*'''Common note''' — this field is used for any additional notes;
-*'''Common note''' — a text that appears after the payment method description;
+*'''Include CAT log details''' — unmark this checkbox if you want to remove CAT log details from the PDF template.
-You can define a default job PO PDF template that will be added to every job you create.
+You can define a default job PO PDF template that will be applied to every job PO you create.
-Go to the '''Account''' page, scroll down to the Default settings section, and click '''"Update"''':
+Go to the '''Account''' page, scroll down to the '''Account settings''' section, and click '''"Update"''':
 [[File:Account settings (job po).png|border|1000px]]
-Select the needed one from the drop-down list and click "Update":
+Select the needed one from the drop-down list and click '''"Update"''':
 [[File:Update account settings (job po)2.png|border|1000px]]
@@ Line 516: / Line 243: @@
 You can also select the job PO PDF template for the job when you create it.
-Or open an already created job and click '''"Update"''':
+If needed, you can select the job PO template for a specific job. Open the needed job and click "Update":
 [[File:Update job (select PO template)1.png|border|1000px]]
@@ Line 524: / Line 251: @@
 [[File:Update job (select PO template).png|border|1000px]]
-[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
+[[File:Redirect.jpg|40px|link=PDF templates]] Back to the '''table of contents'''.
+=='''Add images'''==
+''PDF template images page: [https://cloud.protemos.com/pdf-image-file/index cloud.protemos.com/pdf-image-file/index]''
+----
+This functionality can be used for adding signatures, seals, payment systems logos, etc. to your PDF templates.
+To add images to your templates, go to the '''PDF images''' page first:
+[[File:Settings - pdf templates - pdf images+.png|border|270px]]
+Click the '''"New PDF image"''' button:
+[[File:Pdf template images+.png|border|1070px]]
+Fill in the name, select a needed image, then click '''"Create"''':
+[[File:Upload image.1.png|border|1070px]]
+The uploaded image will be displayed on the '''PDF template images''' page, and you will be able to add it to the templates:
+[[File:Uploaded images list.png|border|1070px]]
+Find the needed template and click '''"Update"''':
+[[File:Update the template.png|border|1070px]]
+To add the image, please use the corresponding HTML markup elements and attributes: '''<img src="{IMAGE:visa_logo}" alt=""/>'''
+[[File:Add image to template (html).png|border|1070px]]
+This is what the added images will look like on the PDF file:
+[[File:Pdf example.png|border|650px]]
+==='''Download, update and delete images'''===
+You can also download, change the name and choose another image or delete images by clicking the corresponding buttons:
+[[File:Download, update and delete images.png|border|1070px]]
+<span style="color:orange">'''Note:'''</span> Images that are already used in templates cannot be deleted, but you can replace the uploaded image so that its name and URL macro stay the same. To do so, click '''"Update"''':
+[[File:Update uploaded image.png|border|1070px]]
+Click '''"Choose file"''', select the needed image and click '''"Update"''':
+[[File:Update uploaded image+.png|border|1070px]]
 =='''XHTML elements and attributes'''==
@@ Line 538: / Line 314: @@
 |1. " valign="top" align="center" width="100"  |  '''<nowiki><a href></nowiki>'''
 |2. " valign="top" align="left" width="300" | The <a> tag defines a hyperlink, which is used to link from one page to another. The most important attribute of the <a> element is the href attribute, which indicates the link's destination.
-|3. " valign="top" align="left" width="300" | <nowiki><a href="protemos.com">Visit my website</a></nowiki>
+|3. " valign="top" align="left" width="300" | <nowiki><a href="https://protemos.com">Visit my website</a></nowiki>
 <br> <nowiki><a href="mailto:as@protemos.com">as@protemos.com</a></nowiki>
@@ Line 552: / Line 328: @@
 |1. " valign="top" align="center" width="100"  | '''<nowiki><br/></nowiki>'''
 |2. " valign="top" align="left" width="300" | The tag inserts a single line break.
+To add a blank line, use this tag twice.
 |3. " valign="top" align="left" width="300" | <nowiki><br/></nowiki>
@@ Line 630: / Line 407: @@
   |}
-For text to start from a new page - <nowiki><p style="clear: both; display: block; page-break-after: always;"></p></nowiki>
+* If you need to adjust the text in various ways (for instance, change its color and center it), please input the XHTML elements in the following way<nowiki>: <p style=</nowiki>'''"color:orange; text-align: center;"'''<nowiki> >If you have any questions about this invoice, please  <a href="protemos.com">  contact us.</a> </p> </nowiki>
+* For text to start from a new page: <nowiki><p style="clear: both; display: block; page-break-after: always;"></p></nowiki>
 That's an example of how your invoice can look like:
-[[File:Common notes html example2.png|700px]] [[File:Common notes html example1.png|border|500px]]
+[[File:Invoice pdf template example.2.png|border|900px]] [[File:Invoice example.1.1.png|border|700px]]
-<span style="color:red">Note:</span> please avoid this sign '''&''' because the system doesn't allow to save the common note.
+<span style="color:orange">'''Note:'''</span> please avoid this sign '''&''' because the system doesn't allow to save the common note.
-[[File:Redirect.jpg|40px|link=Common notes]] Back to the '''table of contents'''.
+[[File:Redirect.jpg|40px|link=PDF templates]] Back to the '''table of contents'''.